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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
876
Bluefin Capital Management
New York
-$408K -3,900 Closed
RIP
877
RAM Investment Partners
Washington
-$375K -3,771 Closed
CFAM
878
Center For Asset Management
Florida
-$364K -3,657 Closed
BWA
879
BDO Wealth Advisors
Florida
-$340K -3,420 Closed
SI
880
Sprott Inc
Ontario, Canada
-$355K -3,390 Closed
WAM
881
Warberg Asset Management
Illinois
-$299K -3,000 Closed
OFG
882
OmniStar Financial Group
North Carolina
-$296K -2,968 Closed
TFA
883
Teamwork Financial Advisors
Texas
-$284K -2,856 Closed
CCM
884
Canal Capital Management
Virginia
-$269K -2,700 Closed
CAM
885
CPA Asset Management
Florida
-$260K -2,609 Closed
PCM
886
Prelude Capital Management
New York
-$259K -2,475 Closed
BPC
887
Banque Pictet & Cie
Switzerland
-$230K -2,314 Closed
SFSG
888
Sound Financial Strategies Group
Mississippi
-$226K -2,271 Closed
HAS
889
HBW Advisory Services
California
-$220K -2,209 Closed
LG
890
Lane Generational
Massachusetts
-$204K -2,045 Closed
BJL
891
Brighton Jones LLC
Washington
-$203K -2,034 Closed
RFS
892
Retirement Financial Solutions
Tennessee
-$175K -1,761 Closed
SWM
893
Sugarloaf Wealth Management
Georgia
-$140K -1,406 Closed
FCAM
894
First Citizens Asset Management
North Carolina
-$113K -1,137 Closed
GWS
895
Glassman Wealth Services
Virginia
-$99.7K -1,001 Closed
FA
896
Fiduciary Alliance
South Carolina
-$67.2K -675 Closed
IGWM
897
ICA Group Wealth Management
Colorado
-$63K -633 Closed
WOSD
898
WFA of San Diego
California
-$59.7K -600 Closed
AWM
899
Accurate Wealth Management
Florida
-$53K -510 Closed
RIA
900
Realta Investment Advisors
Delaware
-$46.5K -467 Closed

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.